Aflac officer uses 409 shares at $117.55 for taxes
AFLAC INC deputy president used 409 shares to cover option exercise price or tax and now holds 985 shares directly plus 602 via a 401(k) plan.
Rhea-AI Filing Summary
AFLAC INC executive Frederic Jean Guy Simard, Deputy President, Aflac U.S., reported a disposition of 409 shares of AFL common stock on September 15, 2026, as a payment of exercise price or tax liability by delivering or withholding securities. Following this transaction, he held 985 shares directly and 602 shares indirectly through a 401(K) Plan. No Rule 10b5-1 trading plan is reported.
Positive
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Negative
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Insider Trade Summary
Exercise Price or Tax Liability: 409 shares
Exercise Price or Tax Liability
2 txns
Insider
Simard Frederic Jean Guy
Role
Deputy President, Aflac U.S.
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise Price or Tax Liability | Common Stock | 409 | $117.55 | $48K |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 985 shares (Direct);
Common Stock — 602 shares (Indirect, 401(K) Plan)
Key Figures
Shares used for exercise price or tax liability: 409 shares
Reported per-share value for disposition: $117.55 per share
Direct holdings after transaction: 985 shares
+1 more
4 metrics
Shares used for exercise price or tax liability
409 shares
Disposition on September 15, 2026 under transaction code F
Reported per-share value for disposition
$117.55 per share
Value applied to 409-share transaction on September 15, 2026
Direct holdings after transaction
985 shares
Common stock directly owned by Simard following the September 15, 2026 transaction
Indirect holdings after transaction
602 shares
Common stock held indirectly through a 401(K) Plan as of September 15, 2026
Key Terms
Payment of exercise price or tax liability by delivering or withholding securities, Rule 10b5-1, 401(K) Plan
3 terms
Payment of exercise price or tax liability by delivering or withholding securities financial
"reported as a payment of exercise price or tax liability by delivering or withholding"
Rule 10b5-1 regulatory
"No Rule 10b5-1 trading plan is reported"
Rule 10b5-1 is a regulation that allows company insiders to buy or sell their shares at predetermined times, even if they have access to non-public information. It acts like setting a schedule in advance for transactions, helping prevent accusations of unfair trading. This rule provides a way for insiders to plan trades transparently, giving investors confidence that these transactions are not based on hidden information.
401(K) Plan financial
"602 shares indirectly through a 401(K) Plan"
A 401(k) plan is a workplace retirement account that lets employees set aside part of their pay into a tax-advantaged savings pot, often with employers adding matching contributions — like a workplace piggy bank for future income. It matters to investors because the amount people save and how employers fund these plans influence consumer spending, corporate payroll costs and the flow of money into financial markets, which can affect stock prices and company valuations.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did AFL executive Simard report for AFL on September 15, 2026?
He reported using 409 shares of AFL common stock on September 15, 2026 as payment of exercise price or tax liability by delivering or withholding securities, a non-market disposition classified under transaction code F.
Was Simard’s AFL (AFL) transaction made under a Rule 10b5-1 trading plan?
No. The filing shows the Rule 10b5-1 checkbox as not checked, so no Rule 10b5-1 trading plan is reported in connection with the September 15, 2026 transaction.
What role does Frederic Jean Guy Simard hold at AFLAC INC (AFL)?
Frederic Jean Guy Simard is reported as an officer of AFLAC INC, serving as Deputy President, Aflac U.S., according to the relationship information in the Form 4.
AI-generated analysis. How Rhea-AI works. Not financial advice.
